The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ATMUS FILTRATION TECHNOLOGIE | COM | 04956D107 | 2,996,862 | 66,464 | SH | SOLE | 66,464 | 0 | 0 | |||
| CLEAN HARBORS INC | COM | 184496107 | 14,998,161 | 64,586 | SH | SOLE | 64,586 | 0 | 0 | |||
| CORNING INC | COM | 219350105 | 22,955,931 | 279,848 | SH | SOLE | 279,848 | 0 | 0 | |||
| CRANE COMPANY | COMMON STOCK | 224408104 | 5,254,435 | 28,535 | SH | SOLE | 28,535 | 0 | 0 | |||
| EOS ENERGY ENTERPRISES INC | *W EXP 11/17/202 | 29415C119 | 537,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| GOLAR LNG LTD | SHS | G9456A100 | 10,623,749 | 262,899 | SH | SOLE | 262,899 | 0 | 0 | |||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 4,832,006 | 28,680 | SH | SOLE | 28,680 | 0 | 0 | |||
| KBR INC | COM | 48242W106 | 4,329,447 | 91,551 | SH | SOLE | 91,551 | 0 | 0 | |||
| MODINE MFG CO | COM | 607828100 | 2,077,811 | 14,616 | SH | SOLE | 14,616 | 0 | 0 | |||
| PENTAIR PLC | SHS | G7S00T104 | 5,351,702 | 48,318 | SH | SOLE | 48,318 | 0 | 0 | |||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 99,927,000 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | ||
| TALEN ENERGY CORP | COM | 87422Q109 | 100,636,400 | 236,580 | SH | SOLE | 236,580 | 0 | 0 | |||
| VALVOLINE INC | COM | 92047W101 | 4,207,611 | 117,171 | SH | SOLE | 117,171 | 0 | 0 | |||